# RWA — X 热门讨论 (2026-10-01 13:41 UTC)
## @avax (Avalanche🔺) · 10-01 13:11 · ♥127 ↻32 💬17 September was a big month for Avalanche.
Let’s talk about it:
Avalanche Summit NYC brought institutions, founders, and builders together for two days of announcements, live demos and conversations about the future of onchain business.
Helicon went live, bringing Continuous Execution and staking upgrades to Avalanche.
@aave announced an institutional RWA lending hub on Avalanche, enabling borrowing against tokenized financial assets.
New York Life Investment Management brought its first tokenized fund to Avalanche through @centrifuge, opening access to its high-yield corporate bond strategy.
Janus Henderson became an Avalanche validator and committed anchor capital to @TranchedFi’s onchain credit platform.
@Paxos integrated Avalanche into its regulated infrastructure serving 650+ institutions and supporting 470M+ end users.
@BuildOnIris raised $40M+ to expand ALVA’s mobile financial services on its Avalanche L1.
@tare_io raised $13.25M to build a regulated financial institution entirely onchain, powered by Avalanche.
South Korea unveiled a three-phase roadmap to bring stocks, bonds and funds onchain, with institutional builders already developing on Avalanche.
Hanwha Investment & Securities, part of a group with roughly $200B in assets, announced a tokenization and settlement platform on Avalanche.
UAE PASS tapped Avalanche for verified digital documents through its Digital Vault, with @tdrauae and Deca4.
@ethena launched @EthenaPay, a global neobank built exclusively on Avalanche.
@raincards announced the integration of @BDACSKorea’s KRW1 into its global payments infrastructure, opening a path to 175M+ Visa merchant locations.
@MidasRWA brought Wellington and Fasanara investment strategies to Avalanche through mWIN and mGLOBAL.
Cashlink announced the expansion of its institutional securities infrastructure to Avalanche for regulated tokenization.
@uptop_xyz added Michigan, Baylor, Memphis and Nevada to its Avalanche-powered fan rewards lineup, joining Penn State and LSU.
@insomniacevents partnered with Rain to bring live entertainment fan loyalty to Avalanche.
Arya.ag and @finternet_org announced plans to bring agricultural credit infrastructure to Avalanche, turning stored grain into verifiable collateral.
@tassatgroup reported 65% faster processing in key settlement workflows following @Lynq_Network’s move to an Avalanche L1.
Hyundai Card shared results from its Avalanche stablecoin pilot, cutting cross-border transfer times from days to minutes.
@TheGrottoL1 announced an in-house studio and its app expansion to Windows, Mac, and Linux.
@COTInetwork launched Privacy-on-Demand and its Privacy Portal on Avalanche, enabling private computation and transactions.
@PharaohExchange announced plans for permissionless, 24/7 trading of tokenized U.S. stocks on Avalanche. The exchange also saw ATHs in DEX volume & fees.
@bloxtel unveiled AP 201, hardware that combines private 5G infrastructure with onchain subscriber identity and authentication.
@FIFACollect passed 1M users, with Avalanche powering its infrastructure.
Aave V4 surpassed $30M in deposits on Avalanche.
In the final week of the month, Avalanche recorded $131.2M in seven-day tokenized stock inflows, exceeding all other chains combined.
Avalanche also led all chains in 30-day RWA market cap growth, adding $266M.
& so much more. We’re proud of our builders and contributors that continue to make strides across the ecosystem. https://x.com/avax/status/2105646671153746184
## @drarjantit (Arjantit) · 10-01 12:58 · ♥73 ↻1 💬49 NVIDIA Onchain | CoinGecko RWA Scan
I went through NVIDIA on @coingecko RWA tracker.
Tokenized NVDA currently represents around $147M in market cap, while generating more than $180M in 24H volume.
But the interesting part starts underneath those numbers. Let's take a look ⤵️
- NVIDIA isn’t one token onchain
CoinGecko currently tracks 10 different issuers for tokenized NVIDIA, including xStocks, Ondo, BTech, Robinhood Europe, Coinbase, Reality, Dinari and others.
Same underlying company, but different issuers, networks and markets.
- Market cap ≠ trading activity
This is where it gets interesting.
xStocks’ NVDAX sits at roughly $43.5M market cap.
Reality’s RNVDA? Only around $3M.
Yet RNVDA generated roughly $56.8M in 24H volume, making it the most actively traded tokenized NVIDIA representation on the page when I checked.
Robinhood shows a similar gap, roughly $17.7M market cap vs. ~$45M daily volume.
So the largest token by market cap isn’t necessarily where most of the activity is happening.
- One asset, several onchain markets
This is where I find CoinGecko’s RWA data useful.
Instead of researching every NVDA representation separately, I can compare issuers, chains, market caps, volumes and markets around the same underlying asset from one place.
It makes something else clear too:
Tokenized NVIDIA isn’t really one market anymore.
It’s an ecosystem of competing issuers, networks and liquidity venues built around the same underlying asset.
NVIDIA is only one example.
Explore the RWA data yourself on @coingecko;
https://t.co/DXaYEwrHdA https://x.com/drarjantit/status/2105643444785799300
## @MaxiCalls (𝐌𝐚𝐱𝐢𝐂𝐚𝐥𝐥𝐬) · 10-01 12:53 · ♥57 ↻2 💬37 I was going through @coingecko’s RWA Assets List and Gold immediately stood out
It’s currently around $6.05B in tokenized market cap, with roughly $333.8M in tokenized 24H volume. The broader tokenized RWA market is sitting near $9.375B
That’s kind of why I prefer looking at RWAs asset by asset now
The page makes it easy to compare the underlying asset with the tokenized side then jump between stocks, commodities and ETFs to see where the actual activity is
Much more useful than just saying “RWAs are growing” and leaving it there
You can dig through the data here: https://t.co/SLG58MlI81 https://x.com/MaxiCalls/status/2105642373950615787
## @ShiftRWA (SHIFT) · 10-01 10:19 · ♥41 ↻11 💬22 📊 Shift RWA vaults, illustrative APR:
→ S&P 500 covered call: ~19.5% → Copper miners covered call: ~35.2% → USD Yield+ (bonds, CLOs, credit): ~5.5%
Underlying asset returns + option premium income. Same position. Extra yield. Onchain.
Coming soon! https://t.co/W5OVuLbztf https://x.com/ShiftRWA/status/2105603448012222620
## @CoinMarketCap (CoinMarketCap) · 10-01 11:41 · ♥42 ↻3 💬30 LATEST: 📊 A new Dune report finds tokenized stocks make up 8% of the $34B tokenized RWA market but account for 93% of onchain trading, while tokenized cash barely trades. https://t.co/wI68JqW4eD https://x.com/CoinMarketCap/status/2105624058616295934
## @RWAFoundation_ (RWA Foundation) · 10-01 12:23 · ♥48 ↻9 💬8 The tokenization era is just getting started. https://x.com/RWAFoundation_/status/2105634813369778636
## @RWAFoundation_ (RWA Foundation) · 10-01 12:07 · ♥44 ↻12 💬5 .@arbitrum One added $167.2 million in tokenized fund market cap in the month of September, nearly double the $86.4 million added on @StellarOrg.
Together, those two took about 95% of the top 10's growth.
RWAF member @plumenetwork also Featured in the top 5. https://t.co/Wwz8yFBiFA > 引用 @RWAFoundation_: Tokenized Assets Report With Token Terminal https://x.com/RWAFoundation_/status/2105630737395495085
## @RWAFoundation_ (RWA Foundation) · 10-01 12:48 · ♥53 ↻4 💬6 I can confirm I have an unhealthy obsession with 3 things:
Stablecoins, tokenization & RWA’s. https://x.com/RWAFoundation_/status/2105640902261899404
## @jhaay1x (jhaay) · 10-01 12:30 · ♥55 ↻0 💬4 Respondendo dúvidas da live 30/09.
1:20-3:20 Como ter direcionamento inicial pra começar
3:20-5:00 Meta atual de moedas atreladas a RWA (Ações, etc)
5:00-6:20 O que acho de comunidades pagas e quando realmente gastar dinheiro com elas
6:15- 9:00 Como realmente acompanhar as melhores moedas de todas as redes usando @gmgnai e melhorar seu mapa mental para moedas novas
9:00- 10:45 Quanto realmente aportar quando tem portfólio baixo e exemplos de traders como @yodacalls
10:45 - 11:30 Quanto de taxa usar nas redes
11:35-12:25 Jhaay tenho 0.1 SOL da pra fazer algo?
12:30- 13:25 O que realmente descreve um bom trader
13:30-16:00 Como configurar as ferramentas e o que é útil de ruído nas ferramentas (J7 e GMGN TRACKER )
16:00-20:00 Como realmenteachar boas wallets
20:00-20:50 Como realmente sair da coin
20:50- 22:00 800$ quanto devo separar cada entrada nas moedas?
22:20-23:30 Como se portar diante de PVP
23:40-28:00 Em meme gráfico importa ou só a narrativa? Como se portar em correções/ dips e exemplo de moeda que eu me ferrei por pensar só no gráfico e não na narrativa
28:20-29:00 Como ter acesso as minhas wallets? https://x.com/jhaay1x/status/2105636578991227345
## @RWAFoundation_ (RWA Foundation) · 10-01 09:43 · ♥40 ↻2 💬4 https://t.co/FqLnd9i32p https://x.com/RWAFoundation_/status/2105594383982629324
## @zensei (Zensei) · 10-01 13:00 · ♥41 ↻1 💬0 onre's ONyc went from $19.8M to $196.7M on kamino this year and is now its top rwa collateral asset.
+88% in q3 alone, while prime dropped 41%.
solana lending supply is up 25% in the quarter to $5.15B. https://t.co/4fSjYM2bB8 https://x.com/zensei/status/2105644032827560245